JT
Jennifer D. Tibbs
CETERA INVESTMENT ADVISERS LLC
ORLAND PARK, IL 60462
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CRD#: 6576361
JT
Professional summary
Jennifer Dawn Tibbs is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Orland Park, Illinois and CETERA WEALTH SERVICES, LLC located in Orland Park, Illinois.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jennifer has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) STRATEGIZE TAX LLC POSITION: tax preparer NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: I prepare taxes using a PTIN. I facilitate the processing of tax returns for the public and I assist with the collection of payment of tax return fees from the public. 2) JENNIFER TIBBS CONSULTING POSITION: Owner NATURE: consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2018 ADDRESS: 18300 Hood Ave, Homewood IL 60430, United States DESCRIPTION: I talk about and demonstrate to others how to approach teaching/ learning from a "discovery" method. I also spend time helping to build math curriculums. 3) JENNIFER D TIBBS POSITION: Owner/Sole Proprietor NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2015 ADDRESS: 15255 S. 94th Ave Suite 524, Orland Park IL 60462, United States DESCRIPTION: Operational and/or Marketing Name for Avantax Services 4) STRATEGIZE WEALTH MANAGEMENT GROUP INC POSITION: independent contractor NATURE: Provides financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2018 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: client meetings and paperwork preparation
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Dawn Tibbs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15255 S. 94th Avenue Suite 200, Orland Park, IL 60462Office #2: 1143 Essington Rd, Joliet, IL 60435Office #3: 18141 Dixie Hwy Suite 100, Homewood, IL 60430RIA
CRD#: 105644
ORLAND PARK, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 15255 S. 94th Avenue Suite 200, Orland Park, IL 60462Office #2: 1143 Essington Rd, Joliet, IL 60435BD
CRD#: 13572
Orland Park, IL
Past
February 13, 2018 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Homewood, IL
Past
December 10, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Orland Park, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/5/2025)
RR
Delaware(9/5/2025)
RR
Illinois(9/5/2025)
IAR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Kentucky(9/18/2025)
RR
Maryland(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
